Operational Specialist

3 weeks ago

New Haven, United States Apex Systems Full time

Title: Business Operations Specialist

Location: hybrid onsite to New Haven, CT (Tu-Th)

Term: 6 months (right to hire)

Top requirements:

  1. Experience working with financial data – NOT seeking a financial Analyst, NOT a FP&A role
  2. 2-4 years experience in a Finance/Audit/Business management role – NOT looking for an Accountant
  3. Experience with compliance checks and balances


Job Summary:

Responsible for providing financial information through the interpretation, analysis, reporting, and reconciliation of data. Converts financial data into the useful information that guides unit and/or client leadership to make informed decisions. Recommends improvements to systems, methods, practices, policies, and procedures through information review.

Position Focus:

Reporting to the Manager for IT Business Operations, this role is responsible for providing financial information for the IT organization through analysis and reporting. Identifies risks and trends that enable IT financial leadership to make informed decisions. Recommends improvements to systems, methods, practices, policies, and procedures through information review for invoices, requisitions, journal entries and expense reports. Responsible for the oversite of day-to-day business operations. May lead and direct the work of others.

Duties & Responsibilities:

  • Analyze and synthesize information, design, and create accurate and timely reports
  • Contributes to the planning and improvement of department practices, processes, and systems
  • Provides a high level of service that cultivates and maintains strong working relationships.
  • Accurately records transactions and other financial records. Performs reconciliations; navigates through systems and reporting tools to independently resolve routine and nonroutine discrepancies.
  • Applies entries to the GL or subsystems and ensures adherence to the department & client requirements and financial reporting considerations.
  • Provides effective communications with all constituents including with department leadership
  • Identifies and raises potential financial issues, risks, ideas, and solutions
  • Oversee and maintain various workflows and financial processes
  • Establish, implement, and maintain strong and effective controls in areas of assigned responsibility, and provide adherence to department, contractual agreements, policies, and procedures.
  • in areas of assigned der to provide reasonable assurance of effective and appropriate use, accurate financial reporting & information and
  • Train ITS staff on but not limited to: ERP expenses & requisitions, Travel & Expenses, Purchase Order reconciliation
  • Other responsibilities as required or assigned

Required Education and Experience:

  • Bachelor’s degree in Accounting, Business, Economics or Finance and two years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting, and economic concepts.

Required Skills & Abilities:

  • Well-developed analytical, organizational and communication skills, combined with the ability to be flexible and multitask. High attention to detail and prioritization of tasks.
  • Ability to be an expert representative of the ITS business operations office. Well-developed communication & customer service skills.
  • Strong computer skills, advanced knowledge of Excel including pivot tables, database query tools, and business analytics reporting.
  • Ability to function independently in a proactive fashion. Demonstrates willingness to work as a member of a team by absorbing incidental responsibilities and contributing to special projects to ensure the smooth functioning of the office.

Preferred Skills & Abilities

Supervisory experience desirable; Knowledge of Power BI; PowerPoint skills to develop training materials

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